Buy Hold Sell, by Livewire Markets
Business:Investing
The prospect of outsized returns in small caps is a calling card for investors. Returns above of 150% for the top quintile of small-cap stocks dwarfs the ~50% returns for the equivalent large-cap cohort, according to Refinitiv. The catch, however, is that the worst-performing small-cap stocks have more downside than their large-cap counterparts.
In this thematic discussion, small-cap specialists Tobias Yao from Wilson Asset Management and Arden Jennings from Ausbil Investment Management discuss the significant shifts they're observing in small caps and the opportunities catching their attention. Increased volatility, a burgeoning tech sector and the value of strong balance sheets are three notable trends. Tune in for more detail and some of the stocks they're following closely this August.
Please visit Livewire Markets for the video and full transcript for this episode. Note: This interview was recorded on 29 July 2020.
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Buy Hold Sell: 3 LICs at a premium and 2 at a discount
Buy Hold Sell: 4 winning small caps and the worst of FY21
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Buy Hold Sell: 5 founder-led mid caps
Buy Hold Sell: 3 fan favourites and 2 stocks on the rise
The Battle of the Small Caps
Buy Hold Sell: 6 high-conviction small caps
Buy Hold Sell: 5 stocks in a hot sector
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